$Citigroup(C.US$ $Microsoft(MSFT.US$
According to Citigroup, OpenAI is poised to emerge as Broadcom's fourth-largest Application-Specific Integrated Circuit (ASIC) customer, following Google, Meta, and ByteDance, with estimated deliveries scheduled for the latter half of 2025.
From GPUs to ASICs: Is OpenAI Reshaping the Chip Market?
A noteworthy question arises: Will this collaborati...
According to Citigroup, OpenAI is poised to emerge as Broadcom's fourth-largest Application-Specific Integrated Circuit (ASIC) customer, following Google, Meta, and ByteDance, with estimated deliveries scheduled for the latter half of 2025.
A noteworthy question arises: Will this collaborati...
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Nvidia $NVIDIA(NVDA.US$ just announced CEO Jensen Huang and Facebook $Meta Platforms(META.US$ CEO Mark Zuckerberg will be participating in a fireside chat on July 29th at 6PM ET
The chat is titled: "AI and The Next Computing Platforms With Jensen Huang and Mark Zuckerberg"
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/70040979/20240716/a00a39d2e9104595970c81d5978ed3f7.png/thumb?area=100&is_public=true)
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$Broadcom(AVGO.US$ $NVIDIA(NVDA.US$
Rosenblatt raises price target on Broadcom to $2,400 from $1,650, setting a new Street high.
Bullish upgrade comes ahead of Broadcom's 10-for-1 stock split next week.
FY26 estimates support high-teens sales growth and $75 Non-GAAP EPS, driven by AI infrastructure networking/ASIC momentum and enterprise software synergies.
FY24 sales target expected to exceed $51B, boosted by AI semi-sale...
Rosenblatt raises price target on Broadcom to $2,400 from $1,650, setting a new Street high.
Bullish upgrade comes ahead of Broadcom's 10-for-1 stock split next week.
FY26 estimates support high-teens sales growth and $75 Non-GAAP EPS, driven by AI infrastructure networking/ASIC momentum and enterprise software synergies.
FY24 sales target expected to exceed $51B, boosted by AI semi-sale...
![Broadcom stock gets a new Street high price target ahead of stock split.](https://ussnsimg.moomoo.com/sns_client_feed/70040979/20240712/df18093a91fe449fb741b214c7ca9f59.png/thumb?area=100&is_public=true)
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$Microsoft(MSFT.US$ $Apple(AAPL.US$
Regulatory Scrutiny Intensifies
In November last year, Microsoft invested $13 billion in OpenAI and secured an observer seat on the OpenAI board. This position granted Microsoft access to attend OpenAI's board meetings, confidential information, and the right to share a portion of OpenAI subsidiaries' profits within certain limits. However, Microsoft did not hold traditional equity in OpenAI and lacked voting...
Regulatory Scrutiny Intensifies
In November last year, Microsoft invested $13 billion in OpenAI and secured an observer seat on the OpenAI board. This position granted Microsoft access to attend OpenAI's board meetings, confidential information, and the right to share a portion of OpenAI subsidiaries' profits within certain limits. However, Microsoft did not hold traditional equity in OpenAI and lacked voting...
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Recent data from Goldman Sachs reveals that Wall Street's "smart money" is accelerating its shift away from technology stocks and reorienting towards new sectors. Last week, hedge funds poured into energy and materials stocks at the fastest pace in five months.
Goldman Sachs' Prime Brokerage records indicate that during the first week of July, i.e., last week, global stock...
Goldman Sachs' Prime Brokerage records indicate that during the first week of July, i.e., last week, global stock...
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$Taiwan Semiconductor(TSM.US$ TSMC’s capex next year is expected to be US$32 to $36 billion on red hot demand for 2nm processes, up from $28-$32 billion this year, media report, noting analyst expectations are rising ahead of TSMC’s 2nd quarter investors’ conference on July 18.
$Applied Materials(AMAT.US$ $ASML Holding(ASML.US$ $Lam Research(LRCX.US$
$Applied Materials(AMAT.US$ $ASML Holding(ASML.US$ $Lam Research(LRCX.US$
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$NVIDIA(NVDA.US$ Our recent supply chain checks confirm our prior suspicions that demand momentum for Blackwell rack-scale systems remains exceedingly robust. We now believe EPS of ~$5 could be doable for C2025 as the order pipeline for NVL72/36 systems is materially larger than just two months ago as hyperscaler budgets for C2025 firm up. This comes as sentiment on the stock - though still strong - has faded somewhat in recent weeks, creating more of a “wall of worry” that should b...
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Nancy Pelosi purchased 10,000 shares of $NVIDIA(NVDA.US$ last month, worth between $1 million and $5 million.
Pelosi also bought call options on fellow chipmaker, $Broadcom(AVGO.US$ worth between $1 million and $5 million.
The congresswoman also sold some of her holdings in both $Tesla(TSLA.US$ and $Visa(V.US$ .
Pelosi Earns Millions From NVDA Stock
Pelosi’s picks shouldn’t come as too much of a surprise to those keeping track.
This isn’t the ...
Pelosi also bought call options on fellow chipmaker, $Broadcom(AVGO.US$ worth between $1 million and $5 million.
The congresswoman also sold some of her holdings in both $Tesla(TSLA.US$ and $Visa(V.US$ .
Pelosi Earns Millions From NVDA Stock
Pelosi’s picks shouldn’t come as too much of a surprise to those keeping track.
This isn’t the ...
![Nancy Pelosi Is Buying Up Nvidia Stock Again](https://ussnsimg.moomoo.com/sns_client_feed/70040979/20240704/fd360af4af6f45eea0a2afb632665326.png/thumb?area=100&is_public=true)
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$NVIDIA(NVDA.US$ stock price target raised to $144 from $116 by Morgan Stanley analysts.
Morgan Stanley maintains an Overweight rating on NVDA stock.
Positive data points from Taiwan and China trips bolster Morgan Stanley's confidence in NVDA.
Surge in H20 builds and demand alleviates concerns about a pre-Blackwell pause.
Demand side indications remain robust for Hopper, as H100 transitions to H200.
Analysts confident in strong sales...
Morgan Stanley maintains an Overweight rating on NVDA stock.
Positive data points from Taiwan and China trips bolster Morgan Stanley's confidence in NVDA.
Surge in H20 builds and demand alleviates concerns about a pre-Blackwell pause.
Demand side indications remain robust for Hopper, as H100 transitions to H200.
Analysts confident in strong sales...
![Morgan Stanley Just Raised Its Price Target on Nvidia Stock](https://ussnsimg.moomoo.com/sns_client_feed/70040979/20240702/390e941dcfdb4efd867314a4bf535664.png/thumb?area=100&is_public=true)
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Global ad spending growth is expected to accelerate to 7.8% YoY this year to just under $1 trillion, according to Group M, which boosted its annual forecast growth by 280 bp on strength in China and the US.
$Alphabet-C(GOOG.US$ $Meta Platforms(META.US$ $Amazon(AMZN.US$ $The Trade Desk(TTD.US$ $Roku Inc(ROKU.US$
$Alphabet-C(GOOG.US$ $Meta Platforms(META.US$ $Amazon(AMZN.US$ $The Trade Desk(TTD.US$ $Roku Inc(ROKU.US$
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